We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”

Accounting + Audit + Advisory Team

Alex Bradbury
Audit Senior

Cannon Hodges
Staff Accountant

Cindy Miller
CAS Admin

Cristina Guel
Staff Accountant

DeVetta Perkins
Staff Accountant

Diego Torres
Staff Accountant

Emily Eldridge
Accounting Associate II

Julie Bangert
Senior Consultant

Lee Mathew
Audit Associate

Lindsey Saville
Accounting Manager

Melissa Murray
Accounting Specialist

Paola Pereira

Ravena Beamon
Senior Payroll Tax Accountant

Russ Thompson
Audit Senior

Sandra Michout
Accounting Specialist

Simon Salazar
Staff Accountant

Administrative Team

Donna Watermiller
Executive Assistant

Jennifer Escobar
Admin Assistant

Miriam Jeev-Solomon
Operations Assistant

Monique Ross
Operations Supervisor

Leadership Team

Abigail Fletcher, CPA
Partner – Advisory

Harvey Cox, CPA
Partner – Tax

Karen Meredith, CPA, CFP
Managing Partner

Kathy Phillips
Operations Manager

Kathy Tamura
Chief Financial Officer

Lisa Lott, CPA, CIE, CFE
Partner – Audit

Matt Meredith
Partner – Operations & Marketing

Marketing + IT Team

Josh Flores
IT Technician

Kristin Poston
Director of People & Culture

Melissa Lomeli
Director of Marketing

Sarah Barnett
Client Advocate

Tax Team

Ayesha Siddiqui
Tax Prep Assistant

Darlene Bailey
Tax Prep Assistant


Elizabeth Nguyen, CPA
Tax Manager

James Simmons, CPA
Tax Specialist

Jared Weidner, CPA

John Henderson, CPA
Tax Accountant


Pooja Patel
Senior Tax Specialist

Queenstar Barfi
Staff Accountant

Sagar Patel, CPA
Tax Specialist

Spencer Thomas, CPA
Tax Manager


Susanna Thomas
Senior Tax Accountant